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Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/exile-3411195">Exile</a></span>
![<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/exile-3411195">Exile</a></span> podcast artwork](https://cdn.player.fm/images/41381904/series/JWqznqfJ6qlGsgub/32.jpg 32w, https://cdn.player.fm/images/41381904/series/JWqznqfJ6qlGsgub/64.jpg 64w, https://cdn.player.fm/images/41381904/series/JWqznqfJ6qlGsgub/128.jpg 128w, https://cdn.player.fm/images/41381904/series/JWqznqfJ6qlGsgub/256.jpg 256w, https://cdn.player.fm/images/41381904/series/JWqznqfJ6qlGsgub/512.jpg 512w)
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1 Exile
Welcome to Exile, a podcast about Jewish lives under the shadow of fascism. Narrated by award-winning screen and stage actor, Mandy Patinkin. Untold stories and firsthand accounts drawn from intimate letters, diaries and interviews found in the Leo Baeck Institute’s vast archive. Each episode, a story of beauty and danger that brings history to life. Because the past is always present. Starting November 1, episodes are released weekly every Tuesday. The Leo Baeck Institute, New York | Berlin is a research library and archive focused on the history of German-speaking Jews. Antica Productions produces award-winning non-fiction podcasts, films and series which inform and inspire audiences around the world.
UK wages push Gilts-Bund spread to historic levels
Manage episode 455999155 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Wednesday 17th December 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Markets were surprised overnight by the increased in UK wages. Alongside the weakness in European data lately, the yield spread between the UK and Germany is now at its highest level since the reunification of Germany in 1990. Other data was less surprising. US retail sales rose, but as much as many had anticipated. Canada’s inflation fell. Aussie consumer confidence was down a little, but not by much and after two months of solid growth. NAB’s Skye Masters talks through the day’s news and looks ahead to the Fed meeting. What could surprise the markets this time tomorrow?
Hosted on Acast. See acast.com/privacy for more information.
1332 episoder
Manage episode 455999155 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Wednesday 17th December 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Markets were surprised overnight by the increased in UK wages. Alongside the weakness in European data lately, the yield spread between the UK and Germany is now at its highest level since the reunification of Germany in 1990. Other data was less surprising. US retail sales rose, but as much as many had anticipated. Canada’s inflation fell. Aussie consumer confidence was down a little, but not by much and after two months of solid growth. NAB’s Skye Masters talks through the day’s news and looks ahead to the Fed meeting. What could surprise the markets this time tomorrow?
Hosted on Acast. See acast.com/privacy for more information.
1332 episoder
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1 Weekend Edition: The Irvine Fix: Simplicity, Productivity and Confidence 17:43
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Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . This week Phil talks with NAB's CEO, Andrew Irvine, discussing the uncertainty of international trade and the slow road to lower inflation. What impact does he think a global trade war (if it gets to that) could have on Australia? And what can we expect after the assumed RBA rate cut next week? The NAB chief has spent some time in Europe and talks through how our economic fundamentals stack up against the UK and Europe. Whilst Australia has many natural advantages, he points to the lack of productivity growth as the biggest issue we face. Confidence is also key he says, because that drives investment decisions. There’s also discussion about scam regulation. Phil points to the UK where banks are obliged (to an extent) to refund scam victims. Do we need the same approach or are there more significant ways of reducing the problem, particularly as AI threatens to make the issue worse. Listen in for Andrew Irvine’s take on the economy and the prospects for the year ahead. Hosted on Acast. See acast.com/privacy for more information.…
Friday 14th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB President Trump has announced that his reciprocal tariffs could start as soon as April. The surprise has been that he is not just looking at the topline balance of trade. He considers a VAT imposed on American goods as an impost that needs to be countered. That could be bad news for the EU, the UK, Australia and other countries who have favoured indirect taxation higher income tax. NAB’s Ray Attrill says it’ll be bad news from Europe, where shares rallied today on the hope that peace-deal for Ukraine will see energy costs come down. Meanwhile, US retail sales are out later, will this add to the watering down of American exceptionalism that we’ve seen this year? Hosted on Acast. See acast.com/privacy for more information.…
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1 Weaker dollar, rising inflation, falling US shares. Not so rock n’ roll America. 16:22
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Thursday 13th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Donald Trump posted on Truth Social that the Fed should lower interest rates to go hand in hand with tariffs, adding, “lets Rock and Roll, America!!!” It hasn’t unnerved Jerome Powell who was giving his testimony the House Economics Committee. His case for moving cautiously was evidenced by US inflation data which ticked unexpectedly higher hitting the dollar and US equities. JBWere’s Sally Auld says today is another day where markets have reversed their enthusiasm late last year for US exceptionalism. It was a strong day for the Euro and European equities, though, thanks to a positive phone call between Trump and Putin and hopes that the end is in sight for the Ukraine war. But, obviously, way too early to assume too much. Hosted on Acast. See acast.com/privacy for more information.…
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1 EU says ‘Back atcha!’ Is Australia exempt? 18:16
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Wednesday 12th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The Trump administration is pushing ahead with 25% tariffs on all steel and aluminium. Australia still hopes it will be exempt, but there are no guarantees and, in any case, NAB’s Taylor Nugent argues there will be second-order impacts as the tariffs hit China. The EU meanwhile has promised swift retaliation, with the various trade ministers meeting today to map out their approach. Curiously, European equities are doing somewhat better than the US. The US dollar has also weakened, despite the President’s promise that the tariffs will make America rich again. The NAB Business Survey showed a slight rise in confidence, as business conditions softened. The latest small business survey in the US also back tracked a little. Today the main focus, apart from tariff news, is the latest setoff US CPI numbers. Hosted on Acast. See acast.com/privacy for more information.…
Tuesday 11th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Tariffs could be back, with Donald Trump warning of 25% tariffs on all steel and aluminium imports into the US. That would hit Mexico and Canada particularly hard, just as they thought they were off the hook (for now at least). But NAB’s Gavin Friend says there hasn’t been much more news on this since the President made the announcement on Sair Force One on Sunday. There’s some discussion about the three different classes of tariffs Trump could deploy and whether regions like Europe could be in the firing line. Gavin suggests a string representation of the new US administration at events in Europe this week could be part of a fact-finding mission to guide policy. Meanwhile, markets are positively sanguine, as they wait the next chapter in Trump’s trade plan. Hosted on Acast. See acast.com/privacy for more information.…
Monday 10th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Today China’s retaliatory measures against the US take effect and it seems unlikely that the event will pass without comment and threats from the US President. NAB’s Taylor Nugent says Trump might also elaborate on his plans for other regions, such as the EU. Meanwhile jobs numbers from the US on Friday has pushed back expectations around the timing of cuts by the Fed, reinforced by a rise in inflation expectations in the University of Michigan survey on Friday. Aside from tariff news it’s a relatively quiet week, although it’ll be interested to see how Jerome Powell faces two days of questions from parliamentarians this week, Hosted on Acast. See acast.com/privacy for more information.…
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1 Weekend Edition: 2025: Less growth, but still lots of opportunity 28:07
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Friday 31st Janaury 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . Last year was a stellar year for growth. Kylie Willment, chief investment officer at Mercer, says they provided a 14 percent return for their superfunds in2024. She highlights a number of opportunities for this year. including growth in private markets. But how will she weather the uncertainty of a Trump administration, where radical trade policies can be implemented quickly? Will Mercer be shying away from investments in areas likely to attract tariffs, like Europe for example? And is AI a technology that will continue to dominate? Do you invest more in it, or diversity away from it? Kylie says we can ‘t expect to see the same level of growth this year, but is she willing to have a stab in the dark and predict the sort of returns we could see?ase note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . Hosted on Acast. See acast.com/privacy for more information.…
Friday 7th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Non-farms payrolls data is released later today in the US. NAB’s Taylor Nugent talks through some of this week’s other jobs-related data ahead of this key release. Meanwhile, good and bad news from the UK. The Bank of England cut rates by 25bp.Two members of the board wanted to go further. At the same time the bank cut its growth forecast and expects inflation to rise, extending the journey to their 2 percent target. Hosted on Acast. See acast.com/privacy for more information.…
Thursday 6th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The US President veered away from talking about trade today and there seems to have been little market response to his thoughts on the Middle East. Instead, the focus is on the Fed and the labour market. The ADP Employment Report showed a surprising rise in new jobs, but it doesn’t follow that it’ll be reflected in non-farm payrolls on Friday. It rarely is. NAB’s Gavin Friend points out that the latest ISM Services index has US growth at a similar rate to Germany. There have been a few Fed speakers out over the last 24 hours, and NAB’s Gavin Friend reflects on their musings, particularly in relation to potential tariffs. The immediate focus now is on the Bank of England, expected to cut rates tonight. Australia’s trade numbers are also out today. Hosted on Acast. See acast.com/privacy for more information.…
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1 Tariffs. Here yesterday, gone today. What about tomorrow? 15:34
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Wednesday 6th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Markets have responded favourably to the news that tariffs have not gone ahead against Mexico and Canada although there is still a chance that there will be measures taken in relation to both countries strong balance of trade. It's likely if that happens that the EU will also be embroiled in that potential trade war. Hence markets have been positive on the latest news but there is still evidently some caution around what happens next. It means there is an unclear path forward for inflation and monetary policy which NAB’s Skye Masters says explains why there has been very little response in bond markets to all the latest tariff news. There’s also a focus now on U.S. jobs with JOLTs showing a sharp fall in job openings,then the ADP numbers out tonight ahead of non-farm payrolls on Friday. Hosted on Acast. See acast.com/privacy for more information.…
Tuesday 5th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Is Donald Trump’s bark worse than his bite? At the last moment President Trump has stalled tariffs on Mexico for a month to give them time to negotiate a deal. As yet, no similar reprieve for Canada but, as NAB’s Ray Attrill points out, it has moderated the reaction, particularly in equities and FX markets. “Time to reread The Art of the Deal,” says Ray. Does this mean future proclamations are less solid? China, meanwhile, seems more conciliatory in its response, with the Wall Street Journal suggesting they want to return to a deal made in 2020 in which they promised to buy $200billion in US goods. At the time the President called it the “greatest deal ever made”. Will that be enough to pacify him this time? Hosted on Acast. See acast.com/privacy for more information.…
Monday 4th February 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Now tariffs are real, well, they will be tomorrow, with 25% imposed by the US on imports from Mexico and Canada, and 10% on those from China, do we need to rethink expectations for global growth, inflation and monetary policy? Phil asks NAB’s Tapas Strickland how the evaluate their monetary policy approach in light of these changes. He also discusses the economic impacts on either side of thew US border. Tariffs aside, it’s a busy week with Australian retails sales today and USD payrolls on Friday. Hosted on Acast. See acast.com/privacy for more information.…
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1 Weekend Edition: Housing costs - it’s all a question of supply 30:31
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Friday 31st Janaury 2025 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here . It doesn’t take a genius to work out that the high price of housing is a function of supply and demand. Supply just isn’t keeping up with the growth in the population. But is that the only reason? Phil presents some alternative theories to Peter Tulip, chief economist at the Centre for Independent Studies. The availability of cheap credit, for example. Or government subsidies like the first-home buyer’s scheme. Peter argues these have all had little impact on long term prices, and it really does get down to supply and demand. He provides compelling evidence from home and overseas. Why this imbalance? NIMBYism? Perhaps the government's focus should be ondispelling the belief that more people mean worse local services. Hosted on Acast. See acast.com/privacy for more information.…
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1 The ECB, the Fed one day on and the new path for the RBA 17:40
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Friday 31st January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB The ECB cut rates as expected but, in line with other central banks lately, prefers not to map out their expectations for further cuts. NAB’s Ken Crompton says the market is fairly certain that more cuts will follow. Meanwhile, NAB has brought forward the timing of the next RBA cut - now expected in February. Ken explains why the bank has changed its tune. There’s also talk about the response to yesterday’s Fed meeting and tech earnings, why gold is so strong and why the Yen has been the biggest currency mover this morning. Hosted on Acast. See acast.com/privacy for more information.…
Thursday 30th January 2025 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB What do the Fed, the Riksbank and the Bank of Canada all have in common? Well, they all just made rate policy announcements, but they have all refused to provide forward guidance, or even determine where inflation is heading. JB Were’s Sally Auld says there’s a lot more uncertainty beyond domestic fundamentals, US trade policy being a significant part of that. The Fed, for example, removed the statement from last time about continued disinflationary progress. It’s been a significant session, with the Fed followed by earnings from big tech players, including Microsoft, Meta and Tesla. Hosted on Acast. See acast.com/privacy for more information.…
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